01
Research with evidence
Practise framing research, checking sources and spotting unsupported conclusions before they reach a client.
FIND YOUR LIGHT WITH AI · PROFESSIONAL SERVICES TEAMS
More room for
the work that needs you.
Explore AI support for research, drafting and knowledge work while protecting client trust and professional judgement.
WHAT WE CAN WORK THROUGH
02
Draft with judgement
Use context and clear standards to develop first drafts, then apply the expertise that makes the work valuable.
03
Share useful ways of working
Identify repeatable tasks, agree information boundaries and turn individual experiments into team habits.
IN PRACTICE · PROFESSIONAL SERVICES TEAMS
What your team will practise.
Everyday tasks from your team’s own work, practised with AI and checked to your standard.
01
Framing a research question for a client matter, then checking every source before a conclusion goes anywhere near the client.
02
Developing first drafts of reports, proposals and summaries from your own context and quality standards.
03
Condensing long documents so senior people can spend their time on judgement rather than reading.
04
Agreeing which tasks and information are off-limits for AI, so individual experiments become safe, shared team habits.
BUILT AROUND YOUR TEAM
Bring a real task.
Leave with a next step.
We start with your team’s roles, current use of AI and the work you want to improve. The examples and exercises follow from that conversation.
Clear briefs, careful review and responsible information handling run through the learning. The aim is to build ways of working your people can apply and keep improving.
Explore the course series Make it part of your offsiteCOMMON QUESTIONS
Questions about AI training for professional services teams.
01
What does AI training for professional services teams cover?
Researching with evidence, drafting with judgement, and sharing useful ways of working — practical AI support for research, drafting and knowledge work that protects client trust and professional judgement.
02
How do you protect client confidentiality when using AI?
By deciding the boundaries before the habits form. As part of the training, the team identifies which tasks and which client information can go into AI tools, and which can’t, so everyone works to the same standard.
03
Does AI replace professional judgement?
No. The training treats AI as support for research and first drafts. The expertise that makes the work valuable — and responsibility for what reaches a client — stays with your people.
Ready to make AI part of the way you work?
Tell me about your professional services teams and what you want the training to change.